Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, GOOGL, AMZN, TOL, BRK.B, and represent 59.59% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: IDMO, LNG, IBDR, META, IBDQ, NVDA, GE, IBDS, GEV, TOL.
- Started 5 new stock positions in GE, IBDQ, GEV, IBDS, IBDR.
- Reduced shares in these 10 stocks: LLY, COP, AAPL, DHR, XOM, EOG, PAYC, FLDR, DXCM, SPY.
- Sold out of its positions in FLDR, LLY.
- Riverstone Advisors was a net buyer of stock by $530k.
- Riverstone Advisors has $204M in assets under management (AUM), dropping by 10.24%.
- Central Index Key (CIK): 0001763404
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Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 62 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 27.7 | $56M | 84k | 669.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 10.6 | $22M | 89k | 243.10 |
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| Amazon (AMZN) | 9.0 | $18M | 84k | 219.57 |
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| Toll Brothers (TOL) | 6.7 | $14M | 99k | 138.14 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $11M | 23k | 502.73 |
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| Tractor Supply Company (TSCO) | 4.9 | $10M | 176k | 56.87 |
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| Raytheon Technologies Corp (RTX) | 4.8 | $9.7M | 58k | 167.33 |
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| Danaher Corporation (DHR) | 3.8 | $7.8M | -4% | 39k | 198.26 |
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| Broadcom (AVGO) | 3.1 | $6.3M | 19k | 329.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.9 | $6.0M | 9.9k | 600.38 |
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| Cheniere Energy Com New (LNG) | 2.4 | $4.9M | +13% | 21k | 234.99 |
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| NVIDIA Corporation (NVDA) | 1.7 | $3.4M | +10% | 18k | 186.58 |
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| Apple (AAPL) | 1.4 | $2.9M | -11% | 11k | 254.63 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $2.6M | -11% | 23k | 112.75 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.3M | 4.4k | 517.98 |
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| Applied Materials (AMAT) | 0.9 | $1.8M | 9.0k | 204.74 |
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| Paycom Software (PAYC) | 0.9 | $1.8M | -12% | 8.6k | 208.13 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $1.7M | -2% | 3.5k | 490.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.7M | -11% | 2.5k | 666.25 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.6 | $1.1M | +120% | 21k | 53.99 |
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| Meta Platforms Cl A (META) | 0.5 | $1.1M | +49% | 1.5k | 734.55 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.1M | +15% | 3.3k | 328.22 |
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| Howmet Aerospace (HWM) | 0.5 | $958k | 4.9k | 196.23 |
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| Amgen (AMGN) | 0.4 | $769k | 2.7k | 282.20 |
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| ConocoPhillips (COP) | 0.4 | $737k | -42% | 7.8k | 94.59 |
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| Costco Wholesale Corporation (COST) | 0.3 | $678k | 732.00 | 925.63 |
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| Oracle Corporation (ORCL) | 0.3 | $664k | 2.4k | 281.21 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $648k | +3% | 2.1k | 315.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $624k | 1.8k | 355.47 |
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| Monolithic Power Systems (MPWR) | 0.3 | $615k | +11% | 668.00 | 920.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $573k | 2.4k | 243.55 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $556k | 3.7k | 148.61 |
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| Servicenow (NOW) | 0.2 | $490k | +10% | 532.00 | 920.28 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $472k | NEW | 19k | 24.30 |
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| Home Depot (HD) | 0.2 | $439k | 1.1k | 405.30 |
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| Quanta Services (PWR) | 0.2 | $424k | 1.0k | 414.42 |
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| Micron Technology (MU) | 0.2 | $408k | 2.4k | 167.32 |
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| First Solar (FSLR) | 0.2 | $399k | 1.8k | 220.53 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $382k | -8% | 672.00 | 568.81 |
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| EOG Resources (EOG) | 0.2 | $369k | -47% | 3.3k | 112.12 |
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| Paypal Holdings (PYPL) | 0.2 | $352k | -14% | 5.2k | 67.06 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $351k | NEW | 14k | 25.19 |
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| Philip Morris International (PM) | 0.2 | $341k | 2.1k | 162.20 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $327k | 730.00 | 447.23 |
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| Dex (DXCM) | 0.2 | $324k | -41% | 4.8k | 67.29 |
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| Abbvie (ABBV) | 0.2 | $314k | 1.4k | 231.52 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $305k | 9.6k | 31.91 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $303k | 4.8k | 63.59 |
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| Merck & Co (MRK) | 0.1 | $300k | -9% | 3.6k | 83.93 |
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| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.1 | $300k | 3.2k | 93.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $282k | 460.00 | 612.38 |
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| Cisco Systems (CSCO) | 0.1 | $271k | 4.0k | 68.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $264k | 2.6k | 103.06 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $257k | 338.00 | 759.20 |
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| Abbott Laboratories (ABT) | 0.1 | $254k | 1.9k | 133.94 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $235k | 1.7k | 140.05 |
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| Visa Com Cl A (V) | 0.1 | $235k | 688.00 | 341.38 |
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| Ge Aerospace Com New (GE) | 0.1 | $233k | NEW | 775.00 | 300.65 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $226k | NEW | 9.3k | 24.34 |
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| Ametek (AME) | 0.1 | $226k | 1.2k | 188.00 |
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| Ge Vernova (GEV) | 0.1 | $213k | NEW | 347.00 | 614.92 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.1 | $117k | +2% | 10k | 11.39 |
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Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- Riverstone Advisors 2025 Q3 filed Nov. 7, 2025
- Riverstone Advisors 2025 Q2 filed Aug. 12, 2025
- Riverstone Advisors 2025 Q1 filed April 25, 2025
- Riverstone Advisors 2024 Q4 filed Jan. 24, 2025
- Riverstone Advisors 2024 Q3 filed Nov. 4, 2024
- Riverstone Advisors 2024 Q2 filed July 22, 2024
- Riverstone Advisors 2024 Q1 filed May 10, 2024
- Riverstone Advisors 2023 Q4 filed Jan. 30, 2024
- Riverstone Advisors 2023 Q3 filed Nov. 9, 2023
- Riverstone Advisors 2023 Q2 filed Aug. 3, 2023
- Riverstone Advisors 2023 Q1 filed May 2, 2023
- Riverstone Advisors 2022 Q4 filed Jan. 31, 2023
- Riverstone Advisors 2022 Q3 filed Oct. 27, 2022
- Riverstone Advisors 2022 Q2 filed July 26, 2022
- Riverstone Advisors 2022 Q1 filed April 29, 2022
- Riverstone Advisors 2021 Q4 filed Jan. 26, 2022